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Horizon Investments, LLC: QUAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horizon Investments, LLC on QUAL, newest first. How the timeline and the estimate are built.

Horizon Investments, LLC held 311,991 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 311,991 shares
    Change vs previous 13F -8,003 shares

    0.75% of the 13F portfolio, value $68,460,185.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 319,994 shares
    Change vs previous 13F +16,294 shares

    0.69% of the 13F portfolio, value $61,378,049.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 303,700 shares
    Change vs previous 13F -6,303 shares

    0.76% of the 13F portfolio, value $60,320,894.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 310,003 shares
    Change vs previous 13F +589 shares

    0.79% of the 13F portfolio, value $60,295,584.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 309,414 shares
    Change vs previous 13F +285,458 shares

    0.9% of the 13F portfolio, value $56,567,067.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,956 shares
    Change vs previous 13F -1,076,746 shares

    0.12% of the 13F portfolio, value $4,093,841.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,100,702 shares
    Change vs previous 13F -1,358,745 shares

    5.62% of the 13F portfolio, value $196,013,012.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,459,447 shares
    Change vs previous 13F not available

    11.7% of the 13F portfolio, value $440,978,847.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).